Use the Manage Customer User-Defined Information screen to enter the user-defined values for customer-defined labels on each customer's account. You defined the labels on the Manage Customer User-Defined Labels screen.
The information that you enter on this screen is used in ad hoc reporting.
You can update this screen at any time.
Use to access the customer account that you want to define. The customer account name also displays.
This displays the associated name for the Customer Account.
Click on the toolbar to make additions.
This field displays the data type that you created on the Manage Customer User-Defined Labels screen.
The possible values are:
T — Text
N — Numeric
D — Date
This field displays the labels created on the Manage Customer User-Defined Labels screen.
If the data type for this row is T (text), enter, or click to select, the text for this user-defined label.
If the data type for this row is N (numeric), enter a numeric value for this user-defined label.
If the data type for this row is D (date), enter, or click to select, a date value for this user-defined label.
This column displays the Costpoint field that is the source for acceptable entries in this row. The value in this field is established on the Manage Customer User-Defined Labels screen.
This column displays a Y (Yes) if special text items were created for this row in the Validated Text subtask of the Manage Customer User-Defined Labels screen. These items are available in .
An N (No) indicates that no special items were created for this row.
A Y (Yes) in this column means that this item is required for each customer.
An N (No) means this item is not required for each customer.